Edward Daniels
Colburn Wealth Management, LLC. · Grove City, Ohio
Edward Daniels is a fee-only financial advisor at Colburn Wealth Management, LLC. in Grove City, Ohio. Edward focuses on equity compensation and retirement planning. Colburn Wealth Management, LLC. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Colburn Wealth Management, LLC. |
|---|---|
| Based in | Grove City, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $116.2M across 463 accounts |
| SEC registration | Investment adviser representative in OH · CRD 8204477 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | colburnwm.com |
How Edward's firm compares
- Colburn Wealth Management, LLC.'s average account is about $251,000, from its Form ADV (assets managed divided by 463 accounts).
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Questions about Edward
Is Edward Daniels a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Colburn Wealth Management, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Colburn Wealth Management, LLC., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Edward work with clients virtually?
Yes. Colburn Wealth Management, LLC. says on its website that it works with clients remotely.
Where is Edward Daniels based?
Edward Daniels is based in Grove City, Ohio.
What does Edward specialize in?
Edward's specialties include equity compensation and retirement planning. Edward works with executives, retirees and pre-retirees.
Is Edward Daniels registered with the SEC?
Yes. Edward Daniels is registered as an investment adviser representative in OH (CRD 8204477), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colburn Wealth Management, LLC. manage?
Colburn Wealth Management, LLC. reports $116.2M across 463 accounts in assets under management.
How do I contact Edward Daniels?
Through Edward's website, colburnwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Colburn Wealth Management, LLC. website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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